ADM-201 · Question #40
A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process. Hon can the…
The correct answer is D. Install an app from the AppExchange. To implement automatic contract sending for customer signatures after opportunity approval, an administrator should install a suitable e-signature application from the Salesforce AppExchange.
Question
A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process. Hon can the administrator implement this functionality?
Options
- AUse the Salesforce Autosign flow.
- BHire a consulting firm to develop a document signing workflow.
- CCheck the "Send PDF'' box on the approval process setup.
- DInstall an app from the AppExchange.
How the community answered
(41 responses)- A2% (1)
- B5% (2)
- C2% (1)
- D90% (37)
Why each option
To implement automatic contract sending for customer signatures after opportunity approval, an administrator should install a suitable e-signature application from the Salesforce AppExchange.
There is no native 'Salesforce Autosign flow' feature that automatically handles external customer signatures.
While a custom solution could be developed, installing an existing AppExchange app is generally a more efficient, standardized, and cost-effective approach for common business needs like e-signatures.
There is no 'Send PDF' checkbox directly on the approval process setup that manages sending documents for external e-signatures; approval processes are primarily for internal record approvals.
Salesforce's native functionality does not include built-in e-signature capabilities for external customers. This type of advanced document generation and e-signature process is typically handled by third-party applications available on the Salesforce AppExchange, which integrate seamlessly with the platform.
Concept tested: Extending Salesforce with AppExchange apps for e-signatures
Source: https://appexchange.salesforce.com/
Topics
Community Discussion
No community discussion yet for this question.